Invesco Ltd.
IVZ- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0000914208
近 90 天，Invesco Ltd. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 674 家機構在 13F 申報持有，市值合計 $112.0 億；大師中只有Trian 基金管理持有。
2026 年第 2 季 13F 持有人
Invesco Ltd. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 674
- 較 2026 年第 1 季 +45 家
- 持有股數
- 4.25 億
- 較 2026 年第 1 季 +661.0 萬 (+1.6%)
- 總市值
- $112.0 億
- 較 2026 年第 1 季 +$10.3 億 (+10.2%)
- 新進機構
- 107
- 另有 262 家加碼
- 清倉機構
- 62
- 另有 224 家減碼
另有 10 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IVZ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 674 | $112.0 億 |
| 2026 年第 1 季 | 639 | $101.8 億 |
| 2025 年第 4 季 | 631 | $108.2 億 |
| 2025 年第 3 季 | 566 | $89.8 億 |
| 2025 年第 2 季 | 521 | $65.0 億 |
| 2025 年第 1 季 | 519 | $61.7 億 |
| 2024 年第 4 季 | 526 | $70.4 億 |
| 2024 年第 3 季 | 493 | $68.3 億 |
| 2024 年第 2 季 | 476 | $45.3 億 |
| 2024 年第 1 季 | 495 | $50.2 億 |
| 2023 年第 4 季 | 493 | $53.4 億 |
| 2023 年第 3 季 | 493 | $44.1 億 |
| 2023 年第 2 季 | 478 | $51.1 億 |
| 2023 年第 1 季 | 515 | $51.4 億 |
| 2022 年第 4 季 | 510 | $57.1 億 |
| 2022 年第 3 季 | 505 | $44.2 億 |
| 2022 年第 2 季 | 521 | $48.5 億 |
| 2022 年第 1 季 | 526 | $71.6 億 |
| 2021 年第 4 季 | 568 | $71.4 億 |
| 2021 年第 3 季 | 558 | $72.3 億 |
| 2021 年第 2 季 | 563 | $77.9 億 |
| 2021 年第 1 季 | 537 | $73.9 億 |
2026 年第 2 季持有機構
每家機構持有 Invesco Ltd. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 74,221 | $195.9 萬 | 0.00% | −3,611−4.6% | 減碼 |
| Highland Capital Management, LLC | 73,495 | $194.0 萬 | 0.09% | +100+0.1% | 加碼 |
| Mork Capital Management, LLC | 73,400 | $193.7 萬 | 1.24% | 00.0% | 不變 |
| Amalgamated Bank | 72,890 | $192.4 萬 | 0.01% | −14,402−16.5% | 減碼 |
| Cinctive Capital Management LP | 72,010 | $190.0 萬 | 0.08% | −105,871−59.5% | 減碼 |
| TD Asset Management Inc | 70,758 | $186.7 萬 | 0.00% | −6,796−8.8% | 減碼 |
| Group One Trading, L.P. | 69,968 | $184.6 萬 | 0.05% | +52,613+303.2% | 加碼 |
| TD Waterhouse Canada Inc. | 68,455 | $183.9 萬 | 0.00% | +67,242+5,543.4% | 加碼 |
| JustInvest LLC | 69,249 | $182.7 萬 | 0.01% | −2,613−3.6% | 減碼 |
| Summit Trail Advisors, LLC | 69,077 | $182.3 萬 | 0.02% | +7,513+12.2% | 加碼 |
| Walleye Capital LLC | 68,856 | $181.7 萬 | 0.01% | +63,581+1,205.3% | 加碼 |
| Gold Investment Management Ltd. | 68,426 | $180.6 萬 | 0.49% | −591−0.9% | 減碼 |
| Rothschild Investment LLC | 68,083 | $179.7 萬 | 0.07% | +8,000+13.3% | 加碼 |
| MML Investors Services, LLC | 68,020 | $179.5 萬 | 0.00% | +14,561+27.2% | 加碼 |
| Allworth Financial LP | 65,251 | $172.2 萬 | 0.01% | +1,912+3.0% | 加碼 |
| Pacer Advisors, Inc. | 65,129 | $171.9 萬 | 0.00% | +42,936+193.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 62,587 | $165.2 萬 | 0.00% | −149,156−70.4% | 減碼 |
| Greenwood Capital Associates LLC | 62,423 | $164.7 萬 | 0.16% | −3,729−5.6% | 減碼 |
| Vident Advisory, LLC | 61,408 | $162.1 萬 | 0.01% | +61,408 | 新進 |
| Brighton Jones LLC | 58,860 | $155.3 萬 | 0.03% | +86+0.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 58,792 | $155.2 萬 | 0.01% | +18,451+45.7% | 加碼 |
| Nisa Investment Advisors, LLC | 58,775 | $155.1 萬 | 0.00% | +1,952+3.4% | 加碼 |
| AE Wealth Management LLC | 58,037 | $153.2 萬 | 0.01% | +1,767+3.1% | 加碼 |
| UBS Asset Management Americas Inc | 57,770 | $152.5 萬 | 0.00% | −947,631−94.3% | 減碼 |
| Buckley Wealth Management, LLC | 57,185 | $150.9 萬 | 0.37% | +225+0.4% | 加碼 |
| Twin Tree Management, LP | 56,627 | $149.4 萬 | 0.23% | +53,402+1,655.9% | 加碼 |
| Tudor Investment Corp Et Al | 56,260 | $148.5 萬 | 0.01% | −24,540−30.4% | 減碼 |
| Convergence Investment Partners, LLC | 56,209 | $148.3 萬 | 0.14% | −122,114−68.5% | 減碼 |
| Wealthstar Advisors, LLC | 56,000 | $147.8 萬 | 0.74% | +10,760+23.8% | 加碼 |
| Foundations Investment Advisors, LLC | 55,044 | $145.3 萬 | 0.01% | −546−1.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 54,535 | $143.9 萬 | 0.02% | +3,700+7.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 52,975 | $139.8 萬 | 0.00% | −1,197−2.2% | 減碼 |
| Ensign Peak Advisors, Inc | 52,382 | $138.2 萬 | 0.00% | +21,707+70.8% | 加碼 |
| Emerald Investment Advisers, LLC | 51,425 | $135.7 萬 | 0.09% | +24,432+90.5% | 加碼 |
| Advisory Research Inc | 50,775 | $134.0 萬 | 0.13% | +494+1.0% | 加碼 |
| South Dakota Investment Council | 50,729 | $133.9 萬 | 0.02% | −8,150−13.8% | 減碼 |
| Parrish Capital LLC | 50,498 | $133.3 萬 | 1.28% | −7,928−13.6% | 減碼 |
| ARGA Investment Management, LP | 50,453 | $133.1 萬 | 0.03% | +132+0.3% | 加碼 |
| Contravisory Investment Management, Inc. | 49,852 | $131.6 萬 | 0.23% | +882+1.8% | 加碼 |
| Aquatic Capital Management LLC | 49,402 | $130.4 萬 | 0.04% | +49,402 | 新進 |
| Yousif Capital Management, LLC | 49,388 | $130.3 萬 | 0.01% | −2,018−3.9% | 減碼 |
| Inceptionr LLC | 49,136 | $129.7 萬 | 0.32% | +27,878+131.1% | 加碼 |
| Commonwealth Equity Services, LLC | 49,133 | $129.7 萬 | 0.00% | −5,629−10.3% | 減碼 |
| Aviance Capital Partners, LLC | 47,909 | $126.4 萬 | 0.13% | +1,104+2.4% | 加碼 |
| Fox Run Management, L.L.C. | 47,780 | $126.1 萬 | 0.21% | +37,343+357.8% | 加碼 |
| Jackson Creek Investment Advisors LLC | 42,294 | $125.2 萬 | 0.41% | −5,978−12.4% | 減碼 |
| Savant Capital, LLC | 46,598 | $123.6 萬 | 0.00% | −2,113−4.3% | 減碼 |
| Point Nemo Capital, LLC | 46,786 | $123.5 萬 | 0.63% | +46,786 | 新進 |
| Campbell & CO Investment Adviser LLC | 46,151 | $121.8 萬 | 0.06% | +14,475+45.7% | 加碼 |
| Teacher Retirement System of Texas | 45,773 | $120.8 萬 | 0.00% | −21,895−32.4% | 減碼 |
| American Financial Group Inc | 45,000 | $118.8 萬 | 0.42% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 44,866 | $118.4 萬 | 0.01% | −2,362−5.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 44,504 | $117.4 萬 | 0.01% | −18,526−29.4% | 減碼 |
| Lecap Asset Management Ltd | 43,811 | $115.6 萬 | 0.50% | +43,811 | 新進 |
| Kestra Private Wealth Services, LLC | 43,648 | $115.2 萬 | 0.01% | −244−0.6% | 減碼 |
| Xponance, Inc. | 43,466 | $114.7 萬 | 0.01% | +197+0.5% | 加碼 |
| State of Alaska, Department of Revenue | 43,435 | $114.6 萬 | 0.01% | −799−1.8% | 減碼 |
| Buckingham Strategic Partners | 43,316 | $114.3 萬 | 0.01% | −6,737−13.5% | 減碼 |
| Graham Capital Management, L.P. | 43,197 | $114.0 萬 | 0.03% | +43,197 | 新進 |
| Friedenthal Financial | 43,011 | $113.5 萬 | 0.53% | −1,676−3.8% | 減碼 |
| Vise Technologies, Inc. | 42,170 | $111.3 萬 | 0.01% | +28,988+219.9% | 加碼 |
| Edgestream Partners, L.P. | 41,845 | $110.4 萬 | 0.03% | +29,001+225.8% | 加碼 |
| Nordea Investment Management AB | 41,420 | $109.6 萬 | 0.00% | +41,420 | 新進 |
| NorthCrest Asset Manangement, LLC | 37,710 | $107.9 萬 | 0.03% | +7,123+23.3% | 加碼 |
| Pallas Capital Advisors LLC | 40,602 | $107.1 萬 | 0.03% | +500+1.2% | 加碼 |
| MAI Capital Management | 40,496 | $106.9 萬 | 0.00% | +18,242+82.0% | 加碼 |
| Ethic Inc. | 40,390 | $106.6 萬 | 0.01% | +3,139+8.4% | 加碼 |
| Equitable Holdings, Inc. | 40,348 | $106.5 萬 | 0.01% | −1,119−2.7% | 減碼 |
| Alps Advisors Inc | 40,345 | $106.5 萬 | 0.00% | +40,345 | 新進 |
| Neo Ivy Capital Management | 40,325 | $106.4 萬 | 0.25% | +1,190+3.0% | 加碼 |
| American Century Companies Inc | 40,213 | $106.1 萬 | 0.00% | −8,185−16.9% | 減碼 |
| Integrated Wealth Concepts LLC | 39,679 | $104.7 萬 | 0.01% | −652−1.6% | 減碼 |
| GAMMA Investing LLC | 39,656 | $104.7 萬 | 0.04% | +1,799+4.8% | 加碼 |
| Magnetar Financial LLC | 38,712 | $102.2 萬 | 0.01% | −4,504−10.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 38,502 | $101.6 萬 | 0.00% | −828−2.1% | 減碼 |
| Daiwa Securities Group Inc. | 38,335 | $101.2 萬 | 0.00% | +2,145+5.9% | 加碼 |
| Sandler Capital Management | 37,987 | $100.2 萬 | 0.59% | +37,987 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 37,710 | $99.5 萬 | 0.00% | −142,457−79.1% | 減碼 |
| Axq Capital, LP | 37,631 | $99.3 萬 | 0.11% | −20,959−35.8% | 減碼 |
| Private Advisor Group, LLC | 37,535 | $99.1 萬 | 0.00% | +1,834+5.1% | 加碼 |
| Maltese Capital Management LLC | 37,500 | $99.0 萬 | 0.18% | +17,500+87.5% | 加碼 |
| Brevan Howard Capital Management LP | 37,483 | $98.9 萬 | 0.01% | +37,483 | 新進 |
| Advisor Group Holdings, Inc. | 37,198 | $98.2 萬 | 0.00% | −4,628−11.1% | 減碼 |
| Advisory Services Network, LLC | 36,731 | $96.9 萬 | 0.01% | +9,257+33.7% | 加碼 |
| Twin Capital Management Inc | 36,702 | $96.9 萬 | 0.11% | +714+2.0% | 加碼 |
| IMC-Chicago, LLC | 36,328 | $95.9 萬 | 0.01% | +36,328 | 新進 |
| Chicago Partners Investment Group LLC | 31,414 | $93.6 萬 | 0.02% | +4,504+16.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 35,255 | $93.0 萬 | 0.02% | −2,285−6.1% | 減碼 |
| Retirement Planning Co of New England, Inc. | 35,134 | $92.7 萬 | 0.33% | −767−2.1% | 減碼 |
| HB Wealth Management, LLC | 35,100 | $92.6 萬 | 0.01% | +9,571+37.5% | 加碼 |
| Mizuho Securities USA LLC | 34,705 | $91.6 萬 | 0.01% | +7,863+29.3% | 加碼 |
| AlphaGrep UK Ltd | 33,812 | $89.2 萬 | 0.27% | +16,276+92.8% | 加碼 |
| Bull Harbor Capital LLC | 32,939 | $86.9 萬 | 0.17% | +6,868+26.3% | 加碼 |
| Polymer Capital Management (US) LLC | 32,650 | $86.2 萬 | 0.13% | −2,584−7.3% | 減碼 |
| Sanctuary Advisors, LLC | 32,340 | $85.3 萬 | 0.00% | −1,034−3.1% | 減碼 |
| Sciencast Management LP | 32,002 | $84.5 萬 | 0.18% | +32,002 | 新進 |
| Guinness Asset Management LTD | 31,472 | $83.1 萬 | 0.01% | −5,561−15.0% | 減碼 |
| Quantbot Technologies LP | 31,367 | $82.8 萬 | 0.03% | −20,810−39.9% | 減碼 |
| F/M Investments LLC | 31,360 | $82.8 萬 | 0.04% | −168−0.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 30,296 | $80.0 萬 | 0.01% | +768+2.6% | 加碼 |